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Friday 26 June 2026
AuthenX targets AI data center interconnects with plug-and-play FAU for CPO
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration...
Friday 26 June 2026
GlobalFoundries expands Singapore role as it targets physical AI hardware wave
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation...
Thursday 25 June 2026
Sigurd expands AI testing capacity as demand keeps facilities full
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains...
Monday 22 June 2026
MSScorps expands Taiwan investment again for silicon photonics

Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from...

Monday 22 June 2026
Ma-tek ramps silicon photonics testing investment with first system due in August

Semiconductor testing and analysis service provider Ma-tek held its annual shareholders' meeting on June 18. Chairperson Yong-Fen Hsieh...

Friday 12 June 2026
Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...

Friday 12 June 2026
Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch...
Friday 12 June 2026
China squeezes InP supplies, jolting US-Taiwan optics chain

China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

Wednesday 10 June 2026
Taiwan AI industry plan targets silicon photonics as new moat
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
Friday 5 June 2026
Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market
Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...
Thursday 4 June 2026
BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
Monday 1 June 2026
AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
Monday 1 June 2026
AuthenX targets CPO bottlenecks with detachable metalens FAU
AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
Thursday 28 May 2026
Marvell expands silicon photonics, switching, and interconnect roadmap
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
Thursday 28 May 2026
Ezconn moves up AI optics chain with CPO and silicon photonics

Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...